Your Family’s Blueprint for Wealth Across Generations
Your Legacy. Designed With Intention.
We guide families through life’s defining transitions—business sales, inheritances, and complex changes with a clear and cohesive process.
As your strategic leader, we help you align your wealth and values to shape a legacy built on clarity, intention, and connection.
A life defining transition requires more than fragmented advice—it requires cohesive strategy and thoughtful leadership.
Family wealth is complex. Businesses, real estate, trusts, and relationships don’t operate in silos. Sustaining wealth across generations requires intentional coordination and proactive guidance, not fragmented advice.
At Financial Planning By Design, we help families clarify their legacy, foster alignment, and build strategies that connect both wealth and relationships across generations.
You’ve built your legacy with intention. We’re here to help you navigate its most critical transitions.
Our clients typically include:
Family business owners preparing for a succession or sale.
Families with illiquid wealth (real estate or business interests) seeking to align assets with their long term vision.
Professional services families such as attorneys, physicians, consultants with multi-entity structures who want clarity and alignment across generations.
The Family Wealth Blueprint
Our Five-Step Premium Planning Process
1. Strategic Discovery & Family Wealth Mapping
From complex assets to family values, we create a map of your financial and relational landscape.
2. Succession & Wealth Transfer Planning
We explore tax and succession strategies designed to support both asset continuity and family harmony.
3. Family Meeting Facilitation
We facilitate strategic family meetings, helping turn complex conversations into constructive discussions.
4. Interdisciplinary Coordination
We work with your advisors- CPA’s, attorneys, trustees-to build a unified strategy and coordinated execution.
5. Strategic Wealth Alignment & Ongoing Guidance
Beyond the transition, we provide ongoing guidance so your wealth can continue to reflect your family’s goals and purpose.
Why Families Choose Us
✔️ Boutique, High-Touch Service
We work with a limited number of families to providing deeply personal attention.
✔️ Trusted Virtual Family Office Coordination
We don’t replace your team—we collaborate with them under strategic oversight.
✔️ Multi-Disciplinary Experience
We bring decades of real-world perspective across financial planning, business, and real estate.
✔️ Clarity, Continuity, and Family Alignment
We design strategies that help manage assets, align generational goals, and support unity over time.
✔️ Family Governance Facilitation
Our Blueprint process helps families articulate shared values, foster communication, and prepare the next generation—so your wealth and relationships remain connected.
